The CloudStreet Portal can be used to share many different types of business documents, and each organization will use the CloudStreet Portal system in a unique way. In addition, there are several different types of users of the CloudStreet Portal, and each of these user types has a very specific role. To help you understand the different ways an organization can deploy CloudStreet Portal and the relationship between different user types, the following discussion provides a few examples of how CloudStreet Portal is currently being utilized.

Document delivery from vendor to customer

 

As shown in the figure above, the CloudStreet Portal website may be used by a vendor to publish business documents (e.g., invoices and statements) for its customers.

  • The vendor’s Site Administrator may be an IT manager who oversees all aspects of the CloudStreet Portal implementation. The Site Administrator will determine who is authorized to act as a Customer Service Representative and/or Client Administrator, and also may approve subscription requests. In addition, the Site Administrator is the only user that can modify or create business document templates.
  • The vendor’s Customer Service Representative may be an accounting department manager who authorizes the Client Administrator at the customer’s site, and may approve subscription requests for both Client Administrators and Client Employees.
  • The Client Administrator may be an accounting department manager at the customer’s site who authorizes subscription requests for Client Employees.
  • Client Employees are simply users of CloudStreet Portal who view the shared business documents. They may be members of the accounting department or managers of non-accounting departments (e.g., Sales).

Sharing of reports between departments within a single organization

 

 

In the above example, the CloudStreet Portal is used by a company to publish real-time commission reports to sales staff.

  • The Site Administrator may be an IT manager who oversees all aspects of the CloudStreet Portal implementation. The Site Administrator will determine who is authorized to act as a Client Administrator and may approve subscription requests. In addition, the Site Administrator is the only user that can modify or create business document templates.
  • The Client Administrator might be a Sales Department Manager who authorizes subscription requests for Client Employees.
  • Client Employees are salespeople who need to view their commission statements.